Filed August 14, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,309 | $90,410-14.5% | $91,001-15.0% | $77,958-0.8% |
| Participation rate | 97.8% | 86.4%+11.3pp | 75.6%+22.1pp | 71.6%+26.1pp |
| Annual return | 16.02% | 21.34%-5.3pp | 4.60%+11.4pp | 20.87%-4.8pp |
| Employer contribution / active EE | $3,566 | $3,392+5.2% | $2,456+45.2% | $2,310+54.4% |
| Participant deferral / active EE | $2,373 | $4,816-50.7% | $3,547-33.1% | $3,537-32.9% |
| Admin fee / account holder | $4 | $79-94.7% | $5,417-99.9% | $97-95.7% |